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Our financial advice team


Sarah Dunckel, Private Wealth Advisor serving the Augusta, ME area - Ameriprise Advisors

Sarah Dunckel

MBA, CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Atlantic Wealth Planning Group
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 15 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Insurance
  • Charitable Giving
  • Tax Planning Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Saving for Education
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • MBA, 2000, The College of Saint Rose, Albany, NY
  • CFP, 2005, College of Financial Planning

Education

  • BS Degree in Finance from the State University of New York at Oswego
  • MBA from The College of Saint Rose, Albany NY
  • Certified Financial Planning Professional®

Awards & recognition

  • Ameriprise Circle of Success, 2017 & 2018

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

Hiking

Camping

Kayaking

Gardening